Truist Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Truist Financial’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.27M	Buy	99,037 +3,469	+4%	+$299K	0.01%	672
2026 Q1	$7.27M	Buy	95,568 +4,668	+5%	+$360K	0.01%	709
2025 Q4	$6.55M	Buy	90,900 +355	+0.4%	+$25.8K	0.01%	749
2025 Q3	$6.66M	Buy	90,545 +10,996	+14%	+$777K	0.01%	756
2025 Q2	$5.41M	Sell	79,549 -11,806	-13%	-$753K	0.01%	820
2025 Q1	$5.73M	Sell	91,355 -16,622	-15%	-$1.09M	0.01%	768
2024 Q4	$7.14M	Buy	107,977 +9,902	+10%	+$681K	0.01%	686
2024 Q3	$6.49M	Buy	98,075 +12,361	+14%	+$787K	0.01%	736
2024 Q2	$5.15M	Buy	+85,714	New	+$5.11M	0.01%	847
2022 Q1	–	Sell	-7,620	Closed	-$430K	–	2874
2021 Q4	$430K	Buy	+7,620	New	+$431K	﹤0.01%	2111

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Truist Financial's XSMO Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.6% in Q2 2026, buying an estimated $299K and bringing the position to 99,037 shares worth $9.27M. The position accounts for 0.01% of the portfolio, ranked #672.

Truist Financial first reported a position in XSMO in Q4 2021 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Truist Financial held 99,037 shares of Invesco S&P SmallCap Momentum ETF worth $9.27M as of Q2 2026.
Truist Financial bought 3,469 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $299K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #672 holding.
Truist Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.